The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership60,506 shares
Latest Disclosed Value $ 8,739
Appleton Partners Inc/ma reports 1.17% decrease in ownership of PG / The Procter & Gamble Company

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 60,506 shares of The Procter & Gamble Company (MX:PG) valued at $8,739 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F PROCTER AND GAMBLE CO COM CS 742718109 60,506 -716 -1.17 9 0.00 0.6096
2026-01-09 2025-12-31 13F PROCTER AND GAMBLE CO COM CS 742718109 61,222 -1,749 -2.78 9 -11.11 0.5780
2025-11-05 2025-09-30 13F PROCTER & GAMBLE CS 742718109 62,971 -733 -1.15 10 -10.00 0.6493
2025-07-22 2025-06-30 13F PROCTER & GAMBLE CS 742718109 63,704 -2,412 -3.65 10 -9.09 0.7182
2025-04-22 2025-03-31 13F PROCTER & GAMBLE CS 742718109 66,116 770 1.18 11 10.00 0.8707
2025-01-28 2024-12-31 13F PROCTER & GAMBLE CS 742718109 65,346 -3,517 -5.11 11 -9.09 0.8097
2024-10-01 2024-09-30 13F PROCTER & GAMBLE CS 742718109 68,863 -1,476 -2.10 12 0.00 0.8775
2024-07-02 2024-06-30 13F PROCTER & GAMBLE CS 742718109 70,339 -1,832 -2.54 12 0.00 0.8935
2024-04-01 2024-03-31 13F PROCTER & GAMBLE CS 742718109 72,171 -5,645 -7.25 12 0.00 0.9089
2024-01-02 2023-12-31 13F PROCTER & GAMBLE CS 742718109 77,816 -1,009 -1.28 11 0.00 0.9196
2023-10-03 2023-09-30 13F PROCTER & GAMBLE CS 742718109 78,825 2,580 3.38 11 0.00 1.0219
2023-07-10 2023-06-30 13F PROCTER & GAMBLE CS 742718109 76,245 -1,258 -1.62 12 0.00 0.9768
2023-04-10 2023-03-31 13F PROCTER & GAMBLE CS 742718109 77,503 2,395 3.19 12 0.00 1.0250
2023-01-19 2022-12-31 13F PROCTER & GAMBLE CS 742718109 75,108 -579 -0.76 11 -99.88 1.0783
2022-10-27 2022-09-30 13F PROCTER & GAMBLE CS 742718109 75,687 539 0.72 9,555 -11.58 0.9558
2022-07-08 2022-06-30 13F PROCTER & GAMBLE CS 742718109 75,148 387 0.52 10,806 -5.40 1.0219
2022-04-05 2022-03-31 13F PROCTER & GAMBLE CS 742718109 74,761 -33 -0.04 11,423 -6.64 0.9338
2022-02-03 2021-12-31 13F PROCTER & GAMBLE CS 742718109 74,794 -131 -0.17 12,235 16.81 0.9210
2021-10-14 2021-09-30 13F PROCTER & GAMBLE CS 742718109 74,925 -1,522 -1.99 10,474 1.54 0.8722
2021-07-07 2021-06-30 13F PROCTER & GAMBLE CS 742718109 76,447 -1,994 -2.54 10,315 -2.90 0.8784
2021-04-19 2021-03-31 13F PROCTER AND GAMBLE CO COM CS 742718109 78,441 -1,412 -1.77 10,623 -4.39 0.9875
2021-01-19 2020-12-31 13F PROCTER AND GAMBLE CO COM CS 742718109 79,853 -2,106 -2.57 11,111 -2.46 1.0939
2020-10-14 2020-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 81,959 -837 -1.01 11,391 15.06 1.2578
2020-08-14 2020-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 82,796 -1,126 -1.34 9,900 7.25 1.1855
2020-05-04 2020-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 83,922 -469 -0.56 9,231 -12.42 1.2791
2020-01-13 2019-12-31 13F PROCTER & GAMBLE CO COM COM 742718109 84,391 624 0.74 10,540 1.16 1.1578
2019-11-04 2019-09-30 13F PROCTER & GAMBLE CO COM COM 742718109 83,767 -525 -0.62 10,419 12.72 1.2578
2019-07-25 2019-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 84,292 1,682 2.04 9,243 7.53 1.1424
2019-04-17 2019-03-31 13F PROCTER AND GAMBLE CO COM COM 742718109 82,610 7,378 9.81 8,596 24.31 1.1394
2019-01-17 2018-12-31 13F PROCTER AND GAMBLE CO COM COM 742718109 75,232 -193 -0.26 6,915 10.15 1.0354
2018-10-09 2018-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 75,425 -905 -1.19 6,278 5.37 0.8359
2018-08-08 2018-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 76,330 -969 -1.25 5,958 -2.77 0.8530
2018-04-11 2018-03-31 13F PROCTER AND GAMBLE CO COM COM 742718109 77,299 -1,000 -1.28 6,128 -14.82 0.9299
2018-01-12 2017-12-31 13F PROCTER AND GAMBLE CO COM COM 742718109 78,299 113 0.14 7,194 1.14 1.1158
2017-10-12 2017-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 78,186 -1,546 -1.94 7,113 2.36 1.1983
2017-07-11 2017-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 79,732 -116 -0.15 6,949 -3.14 1.1679
2017-05-01 2017-03-31 13F PROCTER AND GAMBLE CO COM COM 742718109 79,848 -8,034 -9.14 7,174 -2.91 1.3199
2017-02-13 2016-12-31 13F PROCTER AND GAMBLE CO COM COM 742718109 87,882 -1,253 -1.41 7,389 -7.64 1.4934
2016-11-03 2016-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 89,135 6,666 8.08 8,000 14.56 1.5072
2016-08-03 2016-06-30 13F PROCTER & GAMBLE CO COM COM 742718109 82,469 -2,226 -2.63 6,983 0.17 1.4273
2016-04-21 2016-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 84,695 -2,535 -2.91 6,971 0.64 1.3777
2016-01-22 2015-12-31 13F PROCTER & GAMBLE CO COM COM 742718109 87,230 -1,051 -1.19 6,927 9.07 1.3662
2015-10-15 2015-09-30 13F PROCTER & GAMBLE CO COM COM 742718109 88,281 7,300 9.01 6,351 0.24 1.4438
2015-07-15 2015-06-30 13F PROCTER & GAMBLE CO COM COM 742718109 80,981 -959 -1.17 6,336 -5.63 1.4192
2015-04-30 2015-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 81,940 81,940 0.00 6,714 1.5142
2015-02-04 2014-12-31 13F PROCTER & GAMBLE CO COM COM 742718109 0 -80,748 -100.00 0 -100.00
2014-11-06 2014-09-30 13F PROCTER & GAMBLE CO COM COM 742718109 80,748 2,471 3.16 6,762 9.92 1.5789
2014-07-23 2014-06-30 13F PROCTER & GAMBLE CO COM COM 742718109 78,277 3,270 4.36 6,152 1.75 1.4385
2014-04-30 2014-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 75,007 1,245 1.69 6,046 0.68 1.4306
2014-02-13 2013-12-31 13F PROCTER & GAMBLE CO COM COMMON STOCK 742718109 73,762 1,516 2.10 6,005 9.96 1.4397
2013-10-22 2013-09-30 13F PROCTER & GAMBLE CO COM COMMON STOCK 742718109 72,246 485 0.68 5,461 -99.90 1.4639
2013-08-13 2013-06-30 13F PROCTER & GAMBLE CO COM COMMON STOCK 742718109 71,761 71,761 5,524,879 1.5929
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.